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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

We Need a Rolling Forecast! Really? Why?
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, Rolling Forecast

By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting"

I’d like to claim that I am not easily annoyed….but that would be untrue. And one of the things that are guaranteed to irritate me is glib statements from people who claim to be experts – particularly if it is part of an act to get people to buy something.

Read more
FP&A Business Partnering: Becoming Strategic and Influential
September 19, 2017
FP&A Tags:
FP&A Business Partnering, Financial Planning and Analysis

By Ernie Humphrey,  CEO & Founder at Treasury Webinars

I recently had the honor of moderating a global webinar focused on how Finance leaders can leverage FP&A business partnering to impact performance across the enterprise. The featured speakers delivered nothing short of compelling experiences and insights.

Read more
Finance & Accounting Revolution: Rise of Robo-Accountants
September 19, 2017
FP&A Tags:
Financial Planning and Analysis

By Emmanuel Jibodu, Finance Analytics @ Shred-it

The Boston Consulting Group (BCG) predicts that by 2025, up to a quarter of jobs will be replaced by either smart software or robots. There are numerous articles being written, nowadays, on the plight of several professions — lawyers, financial advisors, accountants, etc., because of robo-lawyers, robo-advisors, and robo-accountants.

Read more
FP&A Data Quality: 5 Signs you Need Better Data Preparation
September 19, 2017
FP&A Tags:
Data-Driven FP&A, Financial Planning and Analysis

By Ian Yates, Managing Director at Barcanet

Business users want the power of analytics – but analytics can only be as good as the data being analysed. A survey by TDWI has revealed best practices to improve data preparation, finding 76% of businesses hope to increase data-driven decision making and 37% are currently unequipped to do so. 

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Future Meetings

  • Digital
  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

November 3, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

November 5, 2026

The Face-to-Face Singapore FP&A Board
The Face-to-Face Singapore FP&A Board
Leading FP&A Change in the AI Era

November 5, 2026

The Face-to-Face Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

November 12, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
From AI Efficiency to Finance Value: The FP&A Value Architect in Action

November 4, 2026

The Digital APAC FP&A Circle
The Digital APAC FP&A Circle: Accelerating Continuous Planning in the Age of AI
Accelerating Continuous Planning in the Age of AI

November 18, 2026

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